> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aiderx.io/llms.txt
> Use this file to discover all available pages before exploring further.

# User Management

> Learn how to create Advertiser and Retailer accounts and manage their permissions.

## Who is this guide for?

This guide is for anyone managing users with an **Admin** account.

* You want to create a new Advertiser or Retailer account
* You want to grant or change a user's permissions
* You want to manage a user's Budget or credit

***

## Before you begin

<Note>
  The following requirements must be met:

  * Access to the A2 admin console (**Admin** role)
  * User management permission (Users read/write)
</Note>

***

## Understanding user roles

The A2 platform has three roles.

| Role | English | Main functions |
| - | - | - |
| **Admin** | Admin | Manage the entire system |
| **Retailer** | Retailer | Manage placements, approve allocations |
| **Advertiser** | Advertiser | Manage campaigns/creatives, request allocations |

```mermaid theme={null}
flowchart TD
    A[Admin] -->|Create account| B[Retailer]
    A -->|Create account| C[Advertiser]
    B -->|Approve allocation| D[Ad impression]
    C -->|Request allocation| D
```

***

## Step 1: Create a user account

### Create the account

1. In the **Users** menu, click **Create New User**.
2. Enter the following information.

| Field | English | Description | Required |
| - | - | - | - |
| **Email** | Email | Email used to log in | ✅ |
| **Password** | Password | At least 8 characters | ✅ |
| **Name** | Name | User name (3–32 characters) | ✅ |
| **Role** | Role | Choose Advertiser or Retailer | ✅ |
| **Initial Budget** | Initial Budget | Starting budget for Advertisers | Optional |
| **Initial Credit** | Initial Credit | Promotional credit | Optional |

3. Click **Save** to create the account.

<Warning>
  There is only one Admin role per system. New users can only be created as Advertisers or Retailers.
</Warning>

***

## Step 2: Set permissions

### Default permissions by role

Each role comes with default permissions. You can adjust individual permissions as needed.

<Tabs>
  <Tab title="Advertiser permissions">
    Advertisers can manage their own campaigns and creatives.

    | Feature | Permission |
    | - | - |
    | **Placements** | View only |
    | **Creatives** | View, create, edit |
    | **Campaigns** | View, create, edit |
    | **Analytics** | Own campaigns only |
    | **Targeting** | Create and edit segments |
  </Tab>

  <Tab title="Retailer permissions">
    Retailers can manage placements and approve allocations.

    | Feature | Permission |
    | - | - |
    | **Placements** | View, create, edit |
    | **Creatives** | View, create, edit |
    | **Campaigns** | View only |
    | **Analytics** | Own placements only |
    | **Allocations** | Approve, reject |
    | **Advertiser list** | View |
  </Tab>

  <Tab title="Admin permissions">
    Admins have **access to all features**.

    * View and edit all users' data
    * Change system settings
    * Process payments and refunds
    * View Activity Logs
  </Tab>
</Tabs>

### Change permissions

1. In the **Users** menu, select the user whose permissions you want to change.
2. On the **Permissions** tab, adjust the permissions as needed.
3. Click **Save**.

***

## Step 3: Manage budgets

### Budget and credit

You can assign Advertisers a budget for running ads.

| Field | English | Description | Order of use |
| - | - | - | - |
| **Credit** | Credit | Amount granted through promotions, etc. | Used first |
| **Budget** | Budget | Amount topped up directly | Used after credit runs out |

<Note>
  Campaign budgets use credit first, then draw on the budget when credit is insufficient.
</Note>

### Assign a budget

1. In the **Users** menu, select the Advertiser to assign a budget to.
2. On the **Budget** tab, enter the amount.
3. Click **Save**.

| Field | Description |
| - | - |
| **Add budget** | Increase the Advertiser's budget |
| **Add credit** | Grant promotional credit |

***

## Step 4: Edit user information

### Information users can edit themselves

Users can edit only some of their own information.

| Field | Self-editable |
| - | - |
| **Name** | ✅ Yes |
| **Password** | ✅ Yes |
| **Notification settings** | ✅ Yes |
| **Email** | ❌ No |
| **Role** | ❌ No |
| **Permissions** | ❌ No |

### Information Admins can edit

Admins can edit any user's information.

| Field | Admin-editable |
| - | - |
| **Name** | ✅ Yes |
| **Password** | ✅ Yes |
| **Permissions** | ✅ Yes |
| **Budget** | ✅ Yes |
| **Credit** | ✅ Yes |
| **Account activation/deactivation** | ✅ Yes |

***

## Step 5: Delete a user

### Before deleting

Check the following before deleting a user.

<Warning>
  Be sure to check before deleting a user:

  * There are no campaigns in progress
  * There are no approved allocations
  * There are no unpaid charges
</Warning>

### How to delete

1. In the **Users** menu, select the user to delete.
2. Click the **Delete** button.
3. In the confirmation popup, click **Confirm Delete**.

***

## Viewing users

### Visibility by role

| Role | Users they can view |
| - | - |
| **Admin** | All users |
| **Retailer** | Advertiser list |
| **Advertiser** | Themselves only |

### Search and filters

| Filter | Description |
| - | - |
| **Role** | Choose Advertiser or Retailer |
| **Search** | Search by name or email |

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="A user forgot their password">
    On the login screen, use 'Forgot password' to receive a reset link at the registered email address.
  </Accordion>

  <Accordion title="Can I change a user's role?">
    Changing roles is not supported. Create a new account if needed.
  </Accordion>

  <Accordion title="Is there a limit on the number of Advertisers/Retailers?">
    Depending on your license terms, the number of Advertisers/Retailers you can create may be limited.
  </Accordion>

  <Accordion title="Can I grant the same permissions to multiple users?">
    Yes. Users with the same role have the same permissions by default. You can adjust individual permissions if needed.
  </Accordion>

  <Accordion title="Can I temporarily deactivate an account?">
    Yes. Turn off **Active status** in the user's information, and that user can no longer log in. Unlike deletion, their data is kept.
  </Accordion>
</AccordionGroup>


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.